Training Specialist

Job Description

Job Description

True Sky Credit Union

Structured Compensation - Job Description

Training Specialist

Data Year : 2023

Prepared On : 07 / 19 / 2023

Department : Administration

Administration

Grade : Reports To :

Reports To :

Training and Development Manager

Classification : Non-Exempt

Non-Exempt

Supervises Direct :

Supervises Indirect :

Approved By : President

President

Effective Date : 02 / 22 / 2000

02 / 22 / 2000

Revised Date : 11 / 14 / 2019

11 / 14 / 2019

Role :

Plans, implements, and manages credit union's employee education and training programs in accordance with strategic vision to ensure that ongoing development of all employees reflects credit union mission.

Essential Functions & Responsibilities :

Analyzes training needs, develops and administers training plans and procedures. Conducts training for tellers, FSRs and other employees as needed on products, policies, procedures, and systems to ensure appropriate levels of training for all personnel.

Analyzes training needs, develops training materials and outlines as well as manuals for Teller & FSR training sessions and determines instructional methods, utilizing individual training, group training and in branch training;

selects and / or develops training aids. Keeps manuals updated online with current information and easy accessibility.

Investigate and outsource available training methods and programs in order to make recommendations to management and facilitate external training.

Serve as a back up to the HR department and work with HR to design and implement an employee development program in order to assist employees with their career development goals.

Administer Online training Program and testing.

Performs other job related duties as assigned.

Performance Measurements :

To ensure training needs are met in a timely and consistent manner with all employees receiving instruction. Ensuring individual department training needs are coordinated with department manager.

Train FSRS and follow up with FSRS to ensure they have the knowledge and abilities to SERVE.EMPOWER.ENRICH our members and to meet their goals.

Train new tellers and assist with new employee orientation program.

To stay current on Teller & FSR duties and responsibilities in order to train Tellers / FSR's effectively by working as in the branches and filling in as as needed or requested.

Establish a schedule for employee training. Ensure new employee training is applicable to the position they will fulfill as well as consistent and timely.

To maintain and keep current training materials and evaluate the effectiveness of training making changes as needed.

Assist employees with enrolling and scheduling of external training programs including college classes, seminars and conferences while maintaining a profile of training and development accomplishments for each employee.

Serve as a back up to the HR department and assist with coordination of all employee training day, quarterly branch meetings and other trainings including external training programs.

To stay current and comply with all federal and state regulations including Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and all credit union policies and procedures.

Knowledge and Skills :

Experience

One year to three years of similar or related experience.

Education

1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Interpersonal Skills

Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions.

Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust.

Obtaining cooperation (internally and / or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.

Other Skills

Must have good communication skills both written and verbal. Able to operate a 10 key calculator and a computer keyboard.

PC skills are necessary such as a working knowledge of basic office software, FSP, Onbase and Excel is important. Ability to evaluate trainees and to make decisions whether they pass training.

Adult teaching background and experience desired but not absolutely necessary.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls;

reach with hands and arms; climb stairs; balance; stoop, kneel, crouch, talk and hear. The employee must occasionally lift and / or move up to 25 pounds.

Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

Work Environment Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is not exposed to weather conditions.

The noise level in the work environment is usually moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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Date

Employee Signature

Confidential

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